After a nearly 1,000% surge, the AI debt orgy can’t last forever, while hidden borrowing has exploded to $1.65 trillion | Fortune
- AI’s insatiable need for debt has so far been matched by investors’ appetite for it, but they may turn nauseous on the belly-busting volumes coming from tech giants.
- The latest quarterly reports from AI hyperscalers show that their massive spending plans remain on track, with Amazon even raising its capital expenditure guidance.
- That means even more bond issuance is on the way after an already staggering debt orgy.
Unverified
- AI’s insatiable need for debt has so far been matched by investors’ appetite for it, but they may turn nauseous on the belly-busting volumes coming from tech giants.
- The latest quarterly reports from AI hyperscalers show that their massive spending plans remain on track, with Amazon even raising its capital expenditure guidance.
- That means even more bond issuance is on the way after an already staggering debt orgy.
Sources: Fortune